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| Name: |
Leicht Financial Planning & Wealth Management Inc. |
| City: |
PARSIPPANY |
| State: |
NJ |
| Zip: |
07054 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ITE |
Spdr Brcly Cap Intrmd Trm |
2 |
- |
$27.86 |
$22,591,000 |
801,666 |
12.38% |
2,038,000 |
82,028 |
0.081 |
Closed - End Fund - E... |
|
|
GWL |
St Spdr S&P Wld Xus |
4 |
- |
$36.53 |
$16,118,000 |
449,721 |
8.83% |
938,000 |
3,368 |
0.05 |
Closed - End Fund - E... |
|
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TWOK |
Spdr Russell 2000 |
5 |
- |
$42.95 |
$15,785,000 |
366,749 |
8.65% |
4,028,000 |
88,015 |
0.041 |
N/A |
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MBG |
Spdr Brcly Captl Mrtg Bkd |
6 |
- |
$21.45 |
$15,756,000 |
725,428 |
8.64% |
850,000 |
50,036 |
0.13 |
Gambling/Resorts |
|
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ITR |
SPDR Series Trust |
7 |
- |
$32.49 |
$9,212,000 |
281,791 |
5.05% |
685,000 |
22,049 |
0.031 |
Closed - End Fund - Debt |
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XLE |
SPDR Energy Sector |
11 |
- |
$94.96 |
$4,971,000 |
52,652 |
2.72% |
565,000 |
94 |
0.002 |
Closed - End Fund - E... |
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PFFD |
Global X Us Preferred Etf |
16 |
- |
$0.00 |
$3,781,000 |
187,558 |
2.07% |
221,000 |
4,033 |
0.213 |
N/A |
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BRK.B |
Berkshire Hathaway B |
19 |
- |
$416.94 |
$467,000 |
1,110 |
0.26% |
82,000 |
31 |
0 |
Property & Casualty I... |
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